Institutional Ownership Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW). We have compiled data on the 2,339 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,615
shares
|
$429,656
0.01% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
4,595
shares
|
$427,794
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
4,595
shares
|
$427,794
0.02% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,593
shares
|
$427,608
0.01% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,565
shares
|
$425,001
0.07% of portfolio
|
Q2 2025
Reduced 66.89%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
4,553
shares
|
$423,884
0.12% of portfolio
|
Q2 2025
Added 21.61%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
4,545
shares
|
$423,139
0.22% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
4,544
shares
|
$423,046
0.17% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
4,510
shares
|
$419,881
0.1% of portfolio
|
Q2 2023
Reduced 0.68%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,507
shares
|
$419,601
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
4,500
shares
|
$418,950
0.04% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
4,486
shares
|
$417,646
0.01% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
4,461
shares
|
$415,319
0.56% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
4,455
shares
|
$414,760
0.24% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
4,449
shares
|
$414,201
0.02% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
4,445
shares
|
$413,829
0.19% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
4,440
shares
|
$413,364
0.1% of portfolio
|
Q1 2025
Added 31.48%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
4,421
shares
|
$411,595
0.13% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
4,409
shares
|
$410,477
0.05% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
4,403
shares
|
$409,919
0.1% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
4,396
shares
|
$409,267
0.06% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
4,395
shares
|
$409,174
0.04% of portfolio
|
Q2 2022
Reduced 0.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,395
shares
|
$409,174
0.03% of portfolio
|
Q4 2022
Added 3.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,388
shares
|
$408,522
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
4,384
shares
|
$408,150
0.04% of portfolio
|
Q1 2025
Reduced 36.83%
|